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Latest News - Frank Talbot

Phoenix Hawksmoor Vanbrugh

Emerging market sweet spot raises Phoenix Hawksmoor Vanbrugh fund’s game.

Trojan Income

AA-rated Richard Peirson: why things will be tougher for asset managers

AXA Investment Managers' star manager believes the going will get much tougher for asset managers this year.

Tulloch & Thompson lift India stake to record high

First State's Asia Pacific Leaders star duo are feeling confident about India after increasing their weighting to 17%.

First State Asia Pacific Leaders

AXA Framlington Managed Balanced

Troy's Brooke: investors still too complacent on risk

Francis Brooke, manager of the £1.3 billion Trojan Income fund, is concerned that investors are becoming too bullish and forgetting about the underlying risks that remain for markets.

Fidelity South East Asia

ETFS Physical Gold

Gold has risen more than 300% over the last decade...

M&G's Rhodes slashes exposure to expensive consumer staples

Citywire AA-rated Stuart Rhodes, manager of the £6 billion M&G Global Dividend fund, believes the quality end of the equity income spectrum is starting to look expensive. As a result, he has reduced exposure to consumer staples from 19.5% to 12.7% over the past 15 months.

Citywire TV
Play BlackRock UK Special Sits: when will we sell our star holdings?

BlackRock UK Special Sits: when will we sell our star holdings?

What would prompt Roland Arnold to sell the likes of Ashtead and Howden?

Play AA-rated Lofthouse: 'maverick' tobacco settlements won't stop M&A

AA-rated Lofthouse: 'maverick' tobacco settlements won't stop M&A

Henderson International Income trust manager Ben Lofthouse shares his thoughts on recent developments in the tobacco sector in this video.

Profiles
Profile: Quilter Cheviot boss Baines sees more consolidation ahead

Profile: Quilter Cheviot boss Baines sees more consolidation ahead

Nineteen months on from the merger of Quilter Cheviot chief executive Martin Baines says the deal is now paying dividends.

Profile: how Matthew Butcher is carving a new role at Dart Capital

Profile: how Matthew Butcher is carving a new role at Dart Capital

The wealth management industry is undergoing a profound period of change: whether it wants to admit it or not.